Sunday Musings: When Less Is More

Ulli Uncategorized Contact

Occasionally, I have written about the lack of investment choices in 401k plans. While I manage a number of these, most are with Fidelity and have a wide variety of fund selections although many still have no access to ETFs. Even though ETFs are all the rage, are you really disadvantaged by not having them available? To offer a different …

Two Types Of Whip-Saw Signals

Ulli Uncategorized Contact

Reader VR posted these comments: I understand there are two ways you can get whip-sawed. One is the big bang event in which the trend line crosses from buy-to-sell-to-buy. The other and more frequent one within the buy cycle is if your fund drops more than a certain percentage points stopping you out and then going back up through the …

No Load Fund/ETF Tracker updated through 11/12/2009

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpContinued bullishness has the S&P; 500 knocking on its 1,100 level. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +8.45% keeping the current buy signal intact. The effective date was June 3, 2009. The international index has now broken above …

Deploying “Stopped Out” Money

Ulli Uncategorized Contact

The use of sell stops and re-investing monies you have been stopped out of as the market resumes its upward trend, has been the hot topic of the past few weeks. Reader Paul had this to add: A few questions regarding your tactics for reentering the market with “stopped out” money: 1. Typically, what kicks off your decision to start …

An Emerging-Markets Bubble?

Ulli Uncategorized Contact

The WSJ featured an interesting viewpoint in “Are ETFs Causing an Emerging-Markets Bubble?” Here are a few highlights: U.S. investors have pumped roughly $26 billion into emerging-markets funds so far this year. Of that, $15 billion came in through exchange-traded funds — portfolios that hold every stock in a market benchmark with utterly no regard to price. Several hedge-fund managers …

A Lot Of Green

Ulli Uncategorized Contact

From the moment the markets opened yesterday, it was up, up and away with the Dow hitting a new high for 2009. Friday’s unemployment figure of 10.2% contributed in a perverse way to yesterday’s rally supporting the view that with such dire news, interest rates will have to stay low for some time to come, which bodes well for stocks. …